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How to connect Docusign and Kintone
Create a New Scenario to Connect Docusign and Kintone
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Kintone will be your first step. To do this, click "Choose an app," find Docusign or Kintone, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
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Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Kintone Node
Next, click the plus (+) icon on the Docusign node, select Kintone from the list of available apps, and choose the action you need from the list of nodes within Kintone.
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Kintone
Authenticate Kintone
Now, click the Kintone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kintone settings. Authentication allows you to use Kintone through Latenode.
Configure the Docusign and Kintone Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Docusign and Kintone Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Kintone
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, Kintone, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Docusign and Kintone integration works as expected. Depending on your setup, data should flow between Docusign and Kintone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Docusign and Kintone
Docusign + Kintone + Slack: When an envelope is signed in Docusign, update the corresponding record in Kintone and send a notification in Slack.
Kintone + Docusign + Google Sheets: When a record in Kintone reaches a specific status, send a contract for signature using Docusign. Track the envelope status and update Google Sheets accordingly.
Docusign and Kintone integration alternatives
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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See how Latenode works
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FAQ Docusign and Kintone
How can I connect my Docusign account to Kintone using Latenode?
To connect your Docusign account to Kintone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docusign and click on "Connect".
- Authenticate your Docusign and Kintone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kintone records after Docusign completion?
Yes, you can! Latenode's visual builder makes it easy. Automatically update Kintone with data extracted from signed Docusign documents, streamlining your record-keeping processes.
What types of tasks can I perform by integrating Docusign with Kintone?
Integrating Docusign with Kintone allows you to perform various tasks, including:
- Automatically create Kintone records upon Docusign document completion.
- Update Kintone fields with data extracted from signed Docusign documents.
- Trigger Docusign signature requests directly from new Kintone records.
- Archive signed Docusign documents directly within related Kintone entries.
- Send automated notifications for each step of the signature process.
How secure is my Docusign data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Docusign data during all integrations.
Are there any limitations to the Docusign and Kintone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates may require custom JavaScript for data mapping.
- High-volume document processing might necessitate scaling Latenode resources.
- Real-time updates depend on the Docusign and Kintone API availability.
